135
135
Jan 16, 2013
01/13
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eye 135
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i bet that this is one of those moments where the world economies are going to be better. i say that because it is the same behavior i've seen over and over and over again. down days are days to buy, not sell. in order to get into this bull market, here is the bottom line, i think this market is simply taking a snooze after a big bull run, but wakes itself up perhaps with my alarm clock and if history serves me right, when stocks awaken they go higher not lower and it is turned out that their evaluations ended up being catalysts galore. bob in florida, bob. >> it is great to talk to you. south florida by way of teaneck, new jersey. i'm calling about krispy kreme donuts. i owned this stock years ago. i sold it and forgot about it and now it seems like they reinvented themselves. they're offering healthy items. the stock is up 70% since mid november and still trading at low p/e and peg. even talk about take over. >> i believe there is a turn going on. it has been ages since i looked at it. the last time i looked at it i chipped my tooth. i will do more work on it and see whe
i bet that this is one of those moments where the world economies are going to be better. i say that because it is the same behavior i've seen over and over and over again. down days are days to buy, not sell. in order to get into this bull market, here is the bottom line, i think this market is simply taking a snooze after a big bull run, but wakes itself up perhaps with my alarm clock and if history serves me right, when stocks awaken they go higher not lower and it is turned out that their...
92
92
Jan 15, 2013
01/13
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CNBC
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eye 92
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that is a safer bet. new year, new ideas. what worked last year may not necessarily work this year. washington shenanigans continue. focus on foreign-oriented stocks. those are the ones that are coming back to life. be right back. >>> >> announcer: coming up, locking in profit? the housing market has been heating up. cramer's been hunting for stocks. tonight, he spotted some household brands with takeover potential. find out if it's a housing play worth moving into. and later, mac daddy no more? 2013 has been a tough year for apple. will it turn around to regain its throne as the stoke to own? don't miss cramer's take. plus, win with wireless? there's a spat of new stocks on the street, and many more coming in 2013. from cutting edge next generation wi-fi to cruise lines. has your ship finally come in? or will there be a disconnect? cramer's breaking down what it takes for these stocks to tick up, just ahead. all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a ca
that is a safer bet. new year, new ideas. what worked last year may not necessarily work this year. washington shenanigans continue. focus on foreign-oriented stocks. those are the ones that are coming back to life. be right back. >>> >> announcer: coming up, locking in profit? the housing market has been heating up. cramer's been hunting for stocks. tonight, he spotted some household brands with takeover potential. find out if it's a housing play worth moving into. and later,...
119
119
Jan 1, 2013
01/13
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eye 119
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meaning they were betting on the stock to go down or under invested meaning they have less in stock and more in cash are now under performing and they are becoming more and more december operate. money managers who have been left behind by the market start to feel like cornered rats getting ready to be butchered by a feline. a lot of hedge funds cannot handle one year of under performance. i know this stuff, i was in it for 14 years. it takes a lot of build up good will with clients to have a good record to explain to them how you barely made any money at a time when stocks everywhere were soaring and still have a business by the time you are through with the explanation. you have to be careful, when the stocks are the strongest, many of the hege-fund managers will plant negative stories in the press and try to take advantage of the media to spread as much negativity as possible to get stocks down so they can buy or because their shorts needs to work for them. so saw a lot of it in 2000 and ate, and 2009. it would be wonderful if we lived in a world that was honest and nobody man ip-- m
meaning they were betting on the stock to go down or under invested meaning they have less in stock and more in cash are now under performing and they are becoming more and more december operate. money managers who have been left behind by the market start to feel like cornered rats getting ready to be butchered by a feline. a lot of hedge funds cannot handle one year of under performance. i know this stuff, i was in it for 14 years. it takes a lot of build up good will with clients to have a...
97
97
Jan 18, 2013
01/13
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eye 97
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how much would you make betting against that stock as a short sell? you think stock would be down 5%, 10%, 20%, maybe cut in half? pretty realistic, right? how about if the stock is bowing and it actually rallied on the faa ban today? almost a dollar for heaven's sake. the faa news turns out to be a buying opportunity. what would you say if you were short this tire and it rallied 10% during the hideous separate of bad news about its jumbo dreamliner and the stock only couple points off the 52-week high? you know what you would say? you'd throw up your hands and scream, i give up! go buy the boeing back. but if it isn't going to fall on this horrendous parade of bad news, what in the heck is going to bring this down? what kind of superpowerful bull market is this? and how can you afford to stay short, when the next thing isn't about another fire or grounding but about a fix for the detective lithium-ion battery. think about it. puzzle through it. the plane is grounded for heaven's sake. there will be no bad pictures, no more smoking planes, no more peo
how much would you make betting against that stock as a short sell? you think stock would be down 5%, 10%, 20%, maybe cut in half? pretty realistic, right? how about if the stock is bowing and it actually rallied on the faa ban today? almost a dollar for heaven's sake. the faa news turns out to be a buying opportunity. what would you say if you were short this tire and it rallied 10% during the hideous separate of bad news about its jumbo dreamliner and the stock only couple points off the...
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182
Jan 5, 2013
01/13
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i wouldn't bet against alcoa. no matter what i need you to give a listen. clause tells you how each market is doing. he's brilliant and tells it to you in a witty way. it's the drol east german sense of humor perhaps. on wednesday we'll take a break from earnings and listen to walgreens symbol wag. the drug star, the cohort has been significant of late. i'm waiting for the multi country initiative now that the tiff with express scripps is in the rear-view mirror. given the strength of global markets its go international strategy might be just right for investors. by the way, the stores, i would sleep in them if they let me. they're fabulous. i like the story. thursday, oh, boy. oh, man. claymation death match coming. herbalife telling you why they are dead wrong for shorting it. to be fair it has to put up great numbers for years now. the ceo might be the most combative and passionate of any executive. i bet he takes the offensive against the most motivated to destroy a company which is the campaign by short seller bill akman to derail herbalife. where do i
i wouldn't bet against alcoa. no matter what i need you to give a listen. clause tells you how each market is doing. he's brilliant and tells it to you in a witty way. it's the drol east german sense of humor perhaps. on wednesday we'll take a break from earnings and listen to walgreens symbol wag. the drug star, the cohort has been significant of late. i'm waiting for the multi country initiative now that the tiff with express scripps is in the rear-view mirror. given the strength of global...
205
205
Jan 12, 2013
01/13
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i bet capital one is one of the best we hear from. terrific credit card franchise of banking assets from ing. i like this stock. theb there's intel. what can intel do about the fact that personal computer saultz finished down 6% last year? a staggering decline. do nothing. the new ceo beckons and maybe something is missing. i don't think so, though. my chartable trust refers. general electric reports on friday. this is a huge friday. i'm going to get fired up. get up at 2:30 really. used to the cnbc alarm clock. the bar has been set low by management at an analyst meeting last month. they said some things that were disappointing. i think that's terrific news from ge shareholders because it gives them a chance to beat expectations that -- i promised you something bold. maybe a huge buy-back. i bet you could be a stand-out next week. big position. general electric. johnson controls also comes in on friday. last time this company spoke, they delivered sharply better than expected numbers. i still think they should break i was up to bring
i bet capital one is one of the best we hear from. terrific credit card franchise of banking assets from ing. i like this stock. theb there's intel. what can intel do about the fact that personal computer saultz finished down 6% last year? a staggering decline. do nothing. the new ceo beckons and maybe something is missing. i don't think so, though. my chartable trust refers. general electric reports on friday. this is a huge friday. i'm going to get fired up. get up at 2:30 really. used to the...
136
136
Jan 4, 2013
01/13
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my charitable trust is betting it could go up at least 10%. the last time cat guided down big was a couple years ago and man, did that stock take off. how about dupont? down 1.7%. it's cheap, but unless this quarter gives us reaccelerated growth, something that could be impossible given dependence on commodity chemicals. color me nervous about double d. the dow's real tragedies, mcdonalds. intel down 15%, hewlett packard down 44%. mcdonald's can recover some but maybe not all as it does seem the magic is gone. a weak dollar seems like the only tailwind. intel. we know what's bad. how about what's good? balance sheet, leverage to global economy, new ceo. i don't expect intel will be down in 2013. that would be a nice improvement. which leaves hewlett packard. this one put on a suicide vest with that negative 44% performance. i don't expect a hideous repeat but i still expect it can't help the averages unless it's knocked out of them, unless they kick it out entirely, which is a possibility or gets a bid from oracle. stranger things have happene
my charitable trust is betting it could go up at least 10%. the last time cat guided down big was a couple years ago and man, did that stock take off. how about dupont? down 1.7%. it's cheap, but unless this quarter gives us reaccelerated growth, something that could be impossible given dependence on commodity chemicals. color me nervous about double d. the dow's real tragedies, mcdonalds. intel down 15%, hewlett packard down 44%. mcdonald's can recover some but maybe not all as it does seem...
111
111
Jan 26, 2013
01/13
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eye 111
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so we're going to bet this is going to do it again. wednesday morning we get a major update from boeing. man, those guys must be just like wow, like they must be on all-nighters around the clock. i think if it weren't for the dreamliner problems we would have had the quarter to end all quarters and you would have had to have been buying it right into this quarter as we thought we could do for the charitable trust. and now they are going to have to quantify what i regard as the unquantifiable and i would steer clear particularly because the transportation board has said there are no quick or easy answers. every day they seem to give an interview to the press saying listen, that plane's not getting off the ground. hold off on buying. you really need aerospice that badly? you're jonesing for aerospace? united technologies. honeywell delivered one more fine quarter today. dave cody my next-door neighbor. that guy has money. anyway, wild one ahead from after the close. qualcomm rooney mcfadden, man. this is a company that is uniquely levere
so we're going to bet this is going to do it again. wednesday morning we get a major update from boeing. man, those guys must be just like wow, like they must be on all-nighters around the clock. i think if it weren't for the dreamliner problems we would have had the quarter to end all quarters and you would have had to have been buying it right into this quarter as we thought we could do for the charitable trust. and now they are going to have to quantify what i regard as the unquantifiable...
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58
Jan 31, 2013
01/13
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WBAL
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eye 58
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mcclendon bet the style rankled the board. all that said, though, chesapeake can survive and even thrive if rich kinder's right about the copano buy. i think he will be. we haven't seen the last of aubrey mcclendon. we haven't seen the last of chesapeake. it will downsize but remain a key oil and gas producer. but the real victory here is rich kinder. he can take advantage of all of that drilling that aubrey and so many others have done and bring that newfound oil and gas to market, making a real killing for the shareholders and partners. kinder's gotten to the promised land that aubrey dreamed of. his kinder morgan partners is the winner and chesapeake the loser in the amazing united states oil renaissance. stick with cramer. [ washer and dryer sounds ] for the things you can't wash, freshen them with febreze. ♪ because febreze doesn't just cover up odors... it penetrates deep into fabrics to eliminate odors and leaves a light, fresh scent. just another way febreze helps you breathe happy. you may be muddling through allerg
mcclendon bet the style rankled the board. all that said, though, chesapeake can survive and even thrive if rich kinder's right about the copano buy. i think he will be. we haven't seen the last of aubrey mcclendon. we haven't seen the last of chesapeake. it will downsize but remain a key oil and gas producer. but the real victory here is rich kinder. he can take advantage of all of that drilling that aubrey and so many others have done and bring that newfound oil and gas to market, making a...
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171
Jan 11, 2013
01/13
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eye 171
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and if you made that bet, it paid off big time. under hesse's leadership, sprint have pulled off a fabulous turnaround. got the hands on apple's iphone. it improved the balance sheet. then in october, something incredible happened. softbank, the big japanese tech firm announced it would invest $20 billion to get a 70% stake in sprint with the company paying $7.30 in cash upfront for 55% of sprint's outstanding shares. the softbank deal was the catalyst we've been waiting for. thanks to this transaction, sprint will become a well-capitalized company that can truly compete against the likes of at&t and verizon. however, the soft bank deal also means that a major part of the thesis has already played out, man. come on, ca-ching ca-ching for somebody. sprint already caught a bid, it's not going to get another one. in other words, the reason for the stock's epic rally in 2012 are not going to repeat themselves in 2013. plus the story has some hair on it which is a lot more than i have, some complications. in mid-december, sprint announc
and if you made that bet, it paid off big time. under hesse's leadership, sprint have pulled off a fabulous turnaround. got the hands on apple's iphone. it improved the balance sheet. then in october, something incredible happened. softbank, the big japanese tech firm announced it would invest $20 billion to get a 70% stake in sprint with the company paying $7.30 in cash upfront for 55% of sprint's outstanding shares. the softbank deal was the catalyst we've been waiting for. thanks to this...
74
74
Jan 2, 2013
01/13
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WBAL
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eye 74
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best in terms of earnings because i focus on the calls and a huge am was poured in, i like to hedge my bets, sell the etf and buy the best performers in the etf according to my earnings per share work. that way if the move takes a turn for the worse we get a large macro number that hurts our market or some weakness out of europe i can lose less than the people playing the game because i own the best and i am short the rest. sector analysis is important. beam confuse this gigantic group of stock which comprises more than 15% of the s&p 500 constantly. tech is a conglomeration of a whole group, semiconductors, software, cloud, internet, large scale enterprise, tech, telecommunications tech, infrastructure stocks, assemblers, i like to look at them, the companies i follow versus the individual sectors because it doesn't work. cloud stocks are highly valued. meaning the price earnings to growth rates are extreme. that means there is no room for error or hair as we call it meaning something is wrong. something that could upset the growth rate. in 2011 one of my favorites reported a magnificent q
best in terms of earnings because i focus on the calls and a huge am was poured in, i like to hedge my bets, sell the etf and buy the best performers in the etf according to my earnings per share work. that way if the move takes a turn for the worse we get a large macro number that hurts our market or some weakness out of europe i can lose less than the people playing the game because i own the best and i am short the rest. sector analysis is important. beam confuse this gigantic group of stock...
84
84
Jan 31, 2013
01/13
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CNBC
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eye 84
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mcclendon bet the style rankled the board. all that said, though, chesapeake can survive and even thrive if rich kinder's right about the copano buy. i think he will be. we haven't seen the last of aubrey mcclendon. we haven't seen the last of chesapeake. it will downsize but remain a key oil and gas producer. but the real victory here is rich kinder. he can take advantage of all of that drilling that aubrey and so many others have done and bring that newfound oil and gas to market, making a real killing for the shareholders and partners. kinder's gotten to the promised land that aubrey dreamed of. his kinder morgan partners is the winner and chesapeake the loser in the amazing united states oil renaissance. stick with cramer. we're all having such a greawe've decided tolf, put aside our rivalry. 'cause all our states are great. and now is when the gulf gets even better. the beaches and waters couldn't be more beautiful. take a boat ride or just lay in the sun. enjoy the wildlife and natural beauty. and don't forget our amazin
mcclendon bet the style rankled the board. all that said, though, chesapeake can survive and even thrive if rich kinder's right about the copano buy. i think he will be. we haven't seen the last of aubrey mcclendon. we haven't seen the last of chesapeake. it will downsize but remain a key oil and gas producer. but the real victory here is rich kinder. he can take advantage of all of that drilling that aubrey and so many others have done and bring that newfound oil and gas to market, making a...
109
109
Jan 3, 2013
01/13
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CNBC
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eye 109
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one thing is certain, none of these blowhards is ever going to let you see the returns after what i bet was a fiasco year for what i can only call an alleged strategy, not even a faulty strategy. not even a strategy. why did risk on risk off lead you astray? the s&p 500 gained 13.5 last year. but 16% of you included reinvested dividends, we know for sure those who played the on/off switch game, the binary nonsense didn't get to reinvest the dividends which are hugely important to the component of this this year's performance. some of these trading tailgunners may not have gotten anything to show for their efforts at all. even as companies continued to raise higher and higher payouts, second the shorthand risk/no risk lets you down entirely. let's take europe. what was risky? the bonds, stocks? bonds were miraculous, stocks incredible, too. i guess if you flitted from risk on to risk off and back again, you sold low and bought high, pretty regularly, maybe daily. because the riskiest moments theoretically what you were supposed to avoid if you were playing risk off were the times when th
one thing is certain, none of these blowhards is ever going to let you see the returns after what i bet was a fiasco year for what i can only call an alleged strategy, not even a faulty strategy. not even a strategy. why did risk on risk off lead you astray? the s&p 500 gained 13.5 last year. but 16% of you included reinvested dividends, we know for sure those who played the on/off switch game, the binary nonsense didn't get to reinvest the dividends which are hugely important to the...
67
67
Jan 10, 2013
01/13
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WBAL
tv
eye 67
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and betting on the right one to go through the process is critical. it's a really big responsibility we have. we take it seriously. we enjoy the work, it's quite complex. but the drug companies have really honed down their pipelines. and as i said a moment ago, use smaller biotech companies as their discovery engines. and i think that's one of the reasons we saw more drugs be approved by the fda in 2012 than the prior year because they're much more focused than they used to be. the indications are much harder, the mechanism of action of the diseases is much more complicated. they're really honing in on the drugs that have the best potential to get to market. >> i think you save the system a lot of money. at the same time you do have government business. the government is trying to figure out what they should cut back. there's a lot of shortsighted things that would be cut back if we just went over the usual cliff. are you concerned about the government side of your business because it seems washington's run amuck with the idea good and bad we have to
and betting on the right one to go through the process is critical. it's a really big responsibility we have. we take it seriously. we enjoy the work, it's quite complex. but the drug companies have really honed down their pipelines. and as i said a moment ago, use smaller biotech companies as their discovery engines. and i think that's one of the reasons we saw more drugs be approved by the fda in 2012 than the prior year because they're much more focused than they used to be. the indications...
277
277
Jan 19, 2013
01/13
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eye 277
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i wouldn't bet against this company down here because the expectations are so low and the cash hoard so large that they've got more flexibility to do something. then friday, we get honeywell's results. maybe it's just summit, new jersey. bob hugens is a neighbor of mine, headquartered in the town i'm in. and dave cote is my next door neighbor. get google maps, you can figure out what to buy. he too might be challenged about what to do for an encore after honeywell's remarkable and well-deserved run. if this stock comes down at all next week, it's the one i want to buy ahead of the quarter. autos, aerospace, refining, commercial construction, climate controls. that's actually everything. that's why i want you in it. another one, buy this one ahead, that one ahead. next up is kimberly clark, slow and steady wins the race and so do pro-shareholder managements like kimberly clark's got. it's been one of my favorite stocks and now i think it's going to keep plodding higher, higher, higher. last but not least is warehouser. we said good-bye to the stock for the charitable trust which you c
i wouldn't bet against this company down here because the expectations are so low and the cash hoard so large that they've got more flexibility to do something. then friday, we get honeywell's results. maybe it's just summit, new jersey. bob hugens is a neighbor of mine, headquartered in the town i'm in. and dave cote is my next door neighbor. get google maps, you can figure out what to buy. he too might be challenged about what to do for an encore after honeywell's remarkable and well-deserved...
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163
Jan 17, 2013
01/13
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CNBC
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eye 163
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smart investors are making a bet they can't wait for the third of the three washington incursions to be finished. once a big bad event is passed, the risk of responding floods in. now we're about to finish the third leg of this political steeplechase, and we will be given a level of certainty we haven't had in ages. you want to wait for those people to come in? it could be investing nirvana, a guy in brooklyn, cramer, smart guy. you scared us with the election, you scared us with the fiscal cliff and now scaring us with the debt ceiling. what are you going to scare us with about washington after that's over and you faked everyone out and got them to sell? i rolled my eyes, i defended myself, saying that all three of threes issues were and are worthy of worry and i told people to stay the course, like he could care. he said, again, what washington horror story are you going to gin up, cramer? and i said impact on spending of higher taxes, coming affordable care act, instead i said wisely no, that's it. maybe it would be good if you focused on the stock market again. ouch! but it did g
smart investors are making a bet they can't wait for the third of the three washington incursions to be finished. once a big bad event is passed, the risk of responding floods in. now we're about to finish the third leg of this political steeplechase, and we will be given a level of certainty we haven't had in ages. you want to wait for those people to come in? it could be investing nirvana, a guy in brooklyn, cramer, smart guy. you scared us with the election, you scared us with the fiscal...
189
189
Jan 8, 2013
01/13
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CNBC
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eye 189
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i bet the biggest gains will be in the regional banks like the ones we featured so many times on this show. first horizon, the well-run tennessee-based regional, or bb&t which could be a southeastern powerhouse this year. these companies have so many things going for them in 2013, chief of which, though, is the potential for actual revenue growth. we all know that this net interest margin bugaboo will be with us for some time if the fed keep the rates low. i'm predicting here and now the actual construction in small business lending by these banks could back -- could come back at the same time when the banks' investments that are on their balance sheets are resurgent, and the liabilities including the kind that bank of america put behind it today with its offloading of hard mortgages with fannie mae are now in the rearview mirror. i'm thinking liabilities meaning legal liabilities, not the deposits that they owe you. consider this the year when loan growth trumps the scant amount that may actually be made on each loan, although i think that's going to go up, too. overlaid with the pos
i bet the biggest gains will be in the regional banks like the ones we featured so many times on this show. first horizon, the well-run tennessee-based regional, or bb&t which could be a southeastern powerhouse this year. these companies have so many things going for them in 2013, chief of which, though, is the potential for actual revenue growth. we all know that this net interest margin bugaboo will be with us for some time if the fed keep the rates low. i'm predicting here and now the...
57
57
Jan 24, 2013
01/13
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WBAL
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eye 57
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but i'm betting they can accelerate that, take that growth rate up after the spinoff. and that, by the way, has been what has happened to most of these spinoffs from the health care business. my view here, as long as you can get zoetis for less than $26, you need to get in on that deal. remember, though, we don't like to play in the aftermarket even with spinoffs. so if you can't get shares, don't try to snap this one after it starts trading. keep your bat on your shoulder and wait for a pullback. remember barry plastics? it came back, a lot of these ipos have come back and only after they come back do we take our bat off the shoulder and do a swing. if you don't -- it's almost -- pitchers and catchers any minute now. if you don't fancy taking a chance with zoetis, you can buy pfizer right here. that's a bunt. remember, pfizer's going to own 80% of the company and they may distribute the remaining zoetis as a dividend to the shareholders. this makes pfizer an even more attractive breakup story. under the leadership of ceo ian reid, pfizer sold off the nutrition busines
but i'm betting they can accelerate that, take that growth rate up after the spinoff. and that, by the way, has been what has happened to most of these spinoffs from the health care business. my view here, as long as you can get zoetis for less than $26, you need to get in on that deal. remember, though, we don't like to play in the aftermarket even with spinoffs. so if you can't get shares, don't try to snap this one after it starts trading. keep your bat on your shoulder and wait for a...